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Weekly Market Minute

Market signals are indicating that investors continue to remain focused on the post vaccine recovery.

Last week, we highlighted that gross domestic product (GDP) and inflation are likely to accelerate year over year in 2021,...
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Investors are trying to position for the pending recovery while also navigating the current risks that are still present.

Last week, Pfizer announced some promising news regarding their COVID-19 vaccine trial (as did Moderna this week).  Some of the...
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For consumers to recover, the services sector has to fully reopen.

For the past several months, we have been tracking a series of economic and market data to help identify whether...
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The gradual recovery in the labor market is exhibiting more signs of permanent job losses.

At the end of June, we laid out some ways to monitor how the labor market was trending, and we...
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Global equity markets are starting to exhibit similar conditions to the most recent declines in late 2018 and March 2020.

Sentiment and valuation metrics have been accelerating throughout the second and third quarters of 2020, following the large selloff experienced...
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Aggregate housing data slowed in August, but the data below the surface reveals some potential shifts in the long-term preferences of buyers.

Housing starts and building permits declined month-over-month (m/m) in August, but this was driven almost entirely by a decline in...
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